Retirement planning

The Senior Citizens League worries the increase won't be enough to keep up with rising prices for housing and healthcare.

Gen X Americans stand to inherit $29.6 trillion by 2045. Only 12% think they'll see the money.

Rollovers are difficult, complicated and prone to costly mistakes. In other words, they're a chance for wealth managers to shine.

For the cohort also known as Gen Y, making sure their parents are happy and healthy is more important than receiving a generous bequest, a new Edward Jones study found.

From paying for private school to worries about overfunding an account, here's how to help your clients get 529s right.

3 viable options for under-65 clients trying to bridge the gap between quitting work and Medicare.

A multi-year study shows where and how advisors can focus on growing on their own as dealmaking slows.

Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.

A 401(k) feature called auto-portability could save Americans trillions of dollars. Why isn't it more common?

With bond prices plunging at the same time as stocks, can government securities still act as a hedge?

For annuities, 2023 got off to an extraordinarily strong start. In the first quarter, the insurance products reached a record-breaking $92.9 billion in sales.

Women's wealth is growing faster than ever. But the finance industry is not keeping pace with the wealth transfer, leaving potential clients behind.

A full quarter of American workers cut back on their retirement savings last year, and 12% stopped saving altogether.

Treating the financial plan as an end product instead of a first chapter can impede portfolio performance and erode trust.

Auto-enrollment is helping Gen Z Americans save much more actively than the 20-somethings of yesteryear.

From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.

Most working Americans think they'll need more than $1 million to retire comfortably, research shows. But their actual savings are nowhere near that.

Americans pay billions of dollars in taxes each year when draining their retirement plans as they change jobs. The "leakage" doesn't bode well for long-term savings, data shows.

From home repairs to transportation, here's what seniors spend more on than they expect.

The 4% rule isn't the only option. Plus, one counterintuitive idea says retirees can live larger this year.